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Matthew Duane Riedl

Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

11 years in the industry.

  1. Strategic Advisers LLCJan 2026 to now
  2. Fidelity InvestmentsJul 2025 to now
  3. UnemployedDec 2024 to Jul 2025
  4. Fidelity TalentsourSep 2024 to Dec 2024
  5. Fidelity InvestmentsJun 2024 to Sep 2024
  6. West End TavernJun 2024 to Sep 2024
  7. Thistle Group LLCJun 2023 to Aug 2023
  8. UnemployedApr 2023 to Jun 2023
  9. Upper Crust Food SeNov 2022 to Apr 2023
  10. UnemployedAug 2022 to Nov 2022
  11. The General Golf CourseJun 2022 to Aug 2022
  12. UnemployedAug 2021 to Jun 2022
  13. Oak Hill Inn LtdJun 2021 to Aug 2024
  14. Thistle Group LLCJun 2020 to Aug 2021
  15. UnemployedAug 2019 to Jun 2020
  16. Galena TerritoriesJun 2019 to Aug 2019
  17. StudentAug 2018 to Jun 2019
  18. Apple Canyon Lake PJun 2018 to Aug 2018
  19. UnemployedJul 2015 to Jun 2018

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (IL, TX).

Strategic Advisers LLC

$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
8141583
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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